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Portfolio (Quarterly) Guide ↗

ASSETMARK, INC

· CIK 0001344551
13F Portfolio $49.0B AUM 3,370 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 324 New 1502 Added 891 Reduced 132 Exited
Page 23 of 169  ·  3,370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DB DEUTSCHE BANK A G Financial Services 323,424.0 $12.5M 0.03% +28K +9.3% $38.56 -15.9%
442 XEL XCEL ENERGY INC Utilities 167,682.0 $12.4M 0.03% +18K +12.3% $73.86 +9.8%
443 CMI CUMMINS INC Industrials 24,261.0 $12.4M 0.03% -2K -6.9% $510.45 +25.3%
444 WMG WARNER MUSIC GROUP CORP Communication Services 396,808.0 $12.2M 0.03% +46K +13.3% $30.67 +13.2%
445 FDT FIRST TR EXCH TRD ALPHDX FD 153,132.0 $12.2M 0.03% $79.45 +22.2%
446 FTA FIRST TR EXCHANGE-TRADED ALP 141,002.0 $12.1M 0.03% +3K +2.0% $86.15 +10.2%
447 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 519,456.0 $12.1M 0.03% $23.31 -4.0%
448 NVO NOVO-NORDISK A S Healthcare 237,396.0 $12.1M 0.03% -5K -1.9% $50.88 -11.6%
449 MAR MARRIOTT INTL INC NEW Consumer Cyclical 38,927.0 $12.1M 0.03% +3K +7.3% $310.24 +19.0%
450 NET CLOUDFLARE INC Technology 61,113.0 $12.0M 0.03% +10K +19.9% $197.15 +9.6%
451 AFLG FIRST TR EXCHNG TRADED FD VI 307,494.0 $12.0M 0.03% +13K +4.3% $39.10 +11.4%
452 MLI MUELLER INDS INC Industrials 104,380.0 $12.0M 0.02% +1K +1.1% $114.80 +16.2%
453 SYY SYSCO CORP Consumer Defensive 161,277.0 $11.9M 0.02% +65K +67.0% $73.69 +3.5%
454 SMHX VANECK ETF TRUST 309,536.0 $11.8M 0.02% +88K +39.6% $38.03 +58.5%
455 HII HUNTINGTON INGALLS INDS INC Industrials 34,470.0 $11.7M 0.02% +5K +16.1% $340.07 -5.7%
456 IBIT ISHARES BITCOIN TRUST ETF Financial Services 234,645.0 $11.7M 0.02% +194K +479.9% $49.65 -13.5%
457 NUSC NUSHARES ETF TR 259,489.0 $11.6M 0.02% +247K +2050.2% $44.65 +10.1%
458 NDAQ NASDAQ INC Financial Services 118,923.0 $11.6M 0.02% +3K +2.5% $97.13 -6.3%
459 USB US BANCORP DEL Financial Services 215,669.0 $11.5M 0.02% +19K +9.6% $53.36 +2.8%
460 CSCO CISCO SYS INC Technology 148,901.0 $11.5M 0.02% +12K +8.4% $77.03 +56.3%
Page 23 of 169  ·  3,370 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Communication Services 15.5%
Financial Services 15.4%
Healthcare 9.1%
Consumer Cyclical 9.0%
Industrials 5.9%
Consumer Defensive 5.6%
Utilities 3.6%
Basic Materials 3.0%
Energy 1.8%